Free Resource

Free AI Safe-Use Checklist

A practical starting point for setting clearer expectations around confidentiality, verification and responsible everyday use.
Free. Practical. Built for everyday business use.
Checklist

Use these questions to identify the most important safe-use gaps.

A ‘no’ or ‘not sure’ answer is a prompt for action. It is not a formal risk or compliance conclusion.

Confidentiality and data

  • Do people know what information must not be entered into public AI tools?
  • Are approved tools and accounts clearly identified?
  • Are personal, client and commercially sensitive details removed where possible?

Accuracy and verification

  • Is AI-generated content checked against a reliable source before use?
  • Are calculations, quotations, references and factual claims independently verified?
  • Is the level of checking proportionate to the impact of an error?

Human review

  • Is a named person responsible for the final output or decision?
  • Are high-impact decisions kept under appropriate human control?
  • Can people explain when and how AI contributed to the work?

Approved usage

  • Are acceptable and unacceptable use cases explained in plain English?
  • Do people know when approval is required before using a new tool or use case?
  • Is there a route for raising uncertainty or reporting an incident?

Ownership and maintenance

  • Is someone responsible for keeping guidance current?
  • Are reusable prompts, templates and workflows owned and reviewed?
  • Are material changes to tools or usage assessed before wider rollout?

Next actions

  • Identify the three most urgent gaps.
  • Assign an owner and target date to each action.
  • Review progress within 30 days rather than leaving guidance as a static document.
Important boundary

This checklist is practical guidance. It is not legal advice, formal assurance, a compliance assessment, a cybersecurity review or evidence that AI use is safe in every context.

Need a structured review rather than a checklist?

The AI Safe-Use Review provides defined findings, practical guidance and a focused 30-day action plan.